Pending Deliveries


This screen enables you to view all orders that have been partially received or not yet received. 

You can use specific wizards for the delivery reception of assets, i.e. equipment, software or consumables, and for the closing of order items in the event of stock shortages.

Notes

  • Each reception is linked to a single order and is performed at a single delivery location (storage location).
  • Only users with access to the delivery location via their domain can perform the reception of orders.
  • If all items are closed because of stock shortages, the order will automatically be canceled.
  • Common expenses can be added in the Common Expenses Catalog or via manual data entry.
  • Each item received is broken down by analytical cost allocation.

Procedure and Wizards

How to receive an order

1. Select Transition or Strategy > Logistics > Pending Deliveries in the menu. Select the items for a given order.

Note: You can also select Transition or Strategy > Logistics > Orders in the menu.

         Pending deliveries.png

DeliveryReceptionProcedure

2. Run the Delivery Reception wizard. Specify the information in the delivery header and click [ NEXT ].

  • If the order has not yet been sent by the supplier, a non-blocking message will appear.
  • If order items are associated with different delivery locations, a message will appear.
    • Select the order item you want to receive and click [ NEXT ]. Only order items to be received at this location will appear.
    • Caution: Once you have completed delivery reception at a given location, you should run the wizard again for the other locations.

3. Enter the quantities delivered for each order item.

  • Select the Balanced for Stock Shortage Supplier box if the supplier is unable to deliver all or part of the quantity ordered.
  • Specify the analytical cost allocation for each order item received.
  • Click Add icon.png to add items that were not specified in the initial purchase order. In this case, you can only specify the delivered quantity.

4. Enter the references of the order items received.

  • If you want to generate references automatically, click [ GENERATE BAR CODES ]. Indicate the root value (first characters of the bar code), the increment start value and the number of positions or characters after the root.
  • If you want to enter references manually, click [ ENTER THE REFERENCES ]. Enter the asset tag and serial number for each item received.

5. Click [ LINK TO A CONTRACT ] to add contracts associated with the delivery reception. Caution: You should first enter references before linking a contract. This is because you will not be able to return to the previous page after linking a contract.

6. Click [ FINISH ] to confirm delivery reception. 

  • You can inform the IT Asset Manager of the delivery reception by sending an email.
  • All completely received order items will disappear from the list of open orders and from the list of pending deliveries.

Wizards

Cancel Order
Delivery Reception
Send
Update Detailed Order Comment

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Last modified by Unknown User on 2018/02/14 09:12
Created by Administrator XWiki on 2018/02/14 09:12

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